Invesco

Invesco Portfolio holdings

AUM $635B
1-Year Est. Return 27.43%
 

Invesco Ltd., founded in 1978 and headquartered in Atlanta, Georgia, is a global investment management firm managing hundreds of billions in assets across a diverse range of products, including mutual funds, exchange-traded funds (ETFs), and institutional portfolios. Known for its blend of active and passive investment strategies, Invesco serves individual investors, financial advisors, and institutions, with a strong presence in North America, Europe, and Asia, bolstered by acquisitions like OppenheimerFunds in 2019. The firm offers specialized solutions in equities, fixed income, real estate, and alternatives, leveraging its global research capabilities to cater to varying market needs. Invesco’s commitment to innovation and client-focused investing has solidified its reputation as a versatile player in the asset management industry.

This Quarter Est. Return
1 Year Est. Return
+27.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$272B
AUM Growth
+$26.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,817
New
Increased
Reduced
Closed

Top Buys

1 +$628M
2 +$271M
3 +$207M
4
WELL icon
Welltower
WELL
+$191M
5
PG icon
Procter & Gamble
PG
+$165M

Top Sells

1 +$911M
2 +$674M
3 +$503M
4
MSFT icon
Microsoft
MSFT
+$376M
5
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
+$246M

Sector Composition

1 Technology 12.68%
2 Financials 11.22%
3 Healthcare 10.44%
4 Real Estate 9.61%
5 Communication Services 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2176
$2.69M ﹤0.01%
82,562
+15,898
2177
$2.69M ﹤0.01%
171,759
+25,015
2178
$2.68M ﹤0.01%
86,739
-2,465
2179
$2.68M ﹤0.01%
193,370
-64,995
2180
$2.68M ﹤0.01%
87,484
+68,914
2181
$2.68M ﹤0.01%
206,255
-1,662
2182
$2.67M ﹤0.01%
135,791
+5,923
2183
$2.67M ﹤0.01%
105,179
-12,730
2184
$2.66M ﹤0.01%
+194,995
2185
$2.66M ﹤0.01%
608,098
-66,604
2186
$2.65M ﹤0.01%
182,713
-723
2187
$2.65M ﹤0.01%
22,996
-166,117
2188
$2.65M ﹤0.01%
44,488
+5,979
2189
$2.65M ﹤0.01%
144,467
-1,093,106
2190
$2.65M ﹤0.01%
78,238
+467
2191
$2.65M ﹤0.01%
43,641
+472
2192
$2.64M ﹤0.01%
17,437
-34,751
2193
$2.63M ﹤0.01%
80,197
-6,719
2194
$2.63M ﹤0.01%
163,246
+219
2195
$2.62M ﹤0.01%
83,646
-5,538
2196
$2.61M ﹤0.01%
81,504
-7,157
2197
$2.61M ﹤0.01%
48,621
-78,320
2198
$2.61M ﹤0.01%
29,179
+1,237
2199
$2.6M ﹤0.01%
85,042
-1,187
2200
$2.58M ﹤0.01%
761,033
-59,649